Private Banking Advisor

Deutsche Bank; Gurugram District; On-site; INR 1,200,000 - 2,500,000; Full time

Benefits offered by this job

Best in class leave policy

Gender neutral parental leaves

Childcare reimbursement

Certifications sponsorship

Employee Assistance Program

Hospitalization insurance

Accident and life insurance

Health screening for 35+

Job summary

Deutsche Bank in Gurgaon is seeking an Associate in Private Banking to support the Head RM in acquiring new clients and expanding the existing client base. You will manage client portfolios, advise on investments, and collaborate with product teams to deepen relationships and cross-sell wealth management solutions.

Ideal candidates have 8–12 years in private banking, strong English communication, and a professional client-facing presence.

Qualifications

• Graduation required with 8–12 years in wealth management.
• Experience in private banking client portfolios and investments.
• Excellent English communication and professional appearance.

Responsibilities

• Assist Head RM in acquiring new clients and accounts.
• Grow savings portfolio and cross-sell investments, insurance, and loans.
• Provide holistic investment advice and manage client relationships to meet targets.

Skills

Private banking

Relationship management

Investment advisory

Cross-selling

English communication

Education

Graduation

Job description

Position Overview

Corporate Title: Associate

Location: Gurgaon DLF Infinity Towers, India

Role Description

• Private Banking is the liability business for Deutsche Bank present in 17 locations across India. This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking.
• The primary objective is to enhance the value of the savings account portfolio through cross‑sell, leading to increased fee income, and to ensure acquisition of new clientele.

What We’ll Offer You

• Best in class leave policy.
• Gender neutral parental leaves.
• 100% reimbursement under childcare assistance benefit (gender neutral).
• Sponsorship for industry‑relevant certifications and education.
• Employee Assistance Program for you and your family members.
• Comprehensive hospitalization insurance for you and your dependents.
• Accident and term life insurance.
• Complementary health screening for 35 years and above.

Your Key Responsibilities

Acquisition

• Assist Head RM in executing successful micro‑events for acquisition of new clients. Acquire new accounts from group companies / families of existing customers and from referrals.

Relationship Building / Deepening / Cross‑Sell

• Ensure consistent growth of the savings portfolio. Work closely with the Head RM to establish synergies for maximum penetration of investment & insurance sales to new customers along with deepening into the book (AUM). Build robust momentum with regard to third‑party distribution (insurance, auto loans, mortgages) and fee income to scale up client portfolio growth, in line with set targets. Ensure risk profiling for each customer. Implement customer contact programs to increase share of wallet and monitor average revenue per customer.

Your Skills And Experience

• Managing private banking client portfolios and developing investment strategies based on the bank's philosophy and client objectives.
• Being first point of contact for clients and representing the bank in the market. Building client relationships and market network.
• Attracting and acquiring new clients.
• Providing holistic advice on investments, pension products, securities, etc.
• Ensuring client satisfaction.
• Maintaining quality and regulatory requirements and approvals.
• Excellent communication in English and well groomed appearance.
• Minimum qualification: graduation.
• Minimum experience: 8–12 years in relevant field.
• Individual contributor role; senior banker with knowledge of investments, wealth management, mutual funds, PMS, insurance, acquisition of new clients.

How We’ll Support You

• Training and development to help you excel in your career.
• Coaching and support from experts in your team.
• A culture of continuous learning to aid progression.
• Flexible benefits you can tailor to your needs.

About Us And Our Teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.